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12 Oct 2017

Pension Planning in Detail - Enniskillen

Details

Date 12 Oct 2017
Time 13:00 - 14:00
Location Killyhelvin Hotel, Enniskillen
Cost £20.00 per person
CPD Points 1 Client Care and Practice Management
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Description

The Law Society of Northern Ireland, in conjunction with Law Society (NI) Financial Advice Ltd, is delivering a comprehensive series of CPD sessions which will be of benefit to practitioners.

To increase accessibility this session will take place in 2 locations:

Wednesday 11 October 2017 Law Society House, Belfast

Thursday 12 October 2017 Killyhevlin Hotel, Enniskillen

This session will cover:

  • Pension contribution limits and restrictions;

  • Pension Lifetime Allowance amounts and protections STILL available for large funds;

  • Using a pension to buy property;

  • Pension Freedoms legislation and the consequences of being trapped in a scheme that can’t accommodate them;

  • Death Benefits and the impact of Group Life Schemes on the Lifetime Allowance;

  • Pensions in IHT planning.

As well as factsheets to take away, case studies will be used to highlight opportunities and vulnerabilities.

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